Savvy Advisors Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Savvy Advisors Inc’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Buy	10,072 +1,808	+22%	+$466K	0.07%	227
2025 Q4	$2.03M	Buy	8,264 +652	+9%	+$160K	0.07%	223
2025 Q3	$1.84M	Buy	7,612 +2,218	+41%	+$509K	0.08%	167
2025 Q2	$1.16M	Sell	5,394 -487	-8%	-$98K	0.08%	187
2025 Q1	$1.17M	Buy	5,881 +901	+18%	+$195K	0.12%	145
2024 Q4	$1.1M	Buy	4,980 +55	+1%	+$12.5K	0.13%	129
2024 Q3	$1.09M	Sell	4,925 -588	-11%	-$126K	0.22%	90
2024 Q2	$1.12M	Buy	5,513 +542	+11%	+$110K	0.36%	62
2024 Q1	$1.05M	Buy	4,971 +1,392	+39%	+$278K	0.6%	36
2023 Q4	$718K	Buy	+3,579	New	+$641K	0.7%	33

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Savvy Advisors Inc's IWM Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Russell 2000 ETF (IWM) stake by 22% in Q1 2026, buying an estimated $466K and bringing the position to 10,072 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #227.

Savvy Advisors Inc first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Savvy Advisors Inc held 10,072 shares of iShares Russell 2000 ETF worth $2.5M as of Q1 2026.
Savvy Advisors Inc bought 1,808 iShares Russell 2000 ETF shares in Q1 2026, an estimated $466K.
iShares Russell 2000 ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #227 holding.
Savvy Advisors Inc first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.